Set Tooltip Preferences for Appointments

Help Guide for NextGen® Enterprise PM 8

Set Scheduling Preferences for Resources

You can customize the display order of resources on the following windows in NextGen® Enterprise PM: Appointment Lookup Appointment Search Ahead Patient Wait List Item Recall Plan Maintenance Appointment Reminders If no selections are made in the Preferred resources of the Resources tab, all resources appear in alphabetic alphabetical order on the above windows. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > Scheduling. The Appointment Scheduling Preferences window opens. Select the Resources tab. In the Preferred resources section, select your preferred resources. To set the display order for your preferred resources, select a resource, and then select the promote or demote buttons to move the resource up or down in the list. You can also use and buttons to move a resource to the top or bottom of the list. When in a Resource field in NextGen® Enterprise PM, the selected preferred resources display at the top of the list in your defined order, followed by

Help Guide for NextGen® Enterprise PM 8

Set Scheduling Preferences for Events

You can customize the display order of events and event chains in the Appointment Book in NextGen® Enterprise PM. If no selections are made on this tab, all events and event chains appear in alphabetical order. Note: If the Only show category specific events for appointment start time/resource selected option is selected on the General tab, only those events in their associated category appear in alphabetical order. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > Scheduling. The Appointment Scheduling Preferences window opens. Select the Events tab. In the Select your preferred events section, select your preferred events. To set the display order for your preferred events, select an event, and then select promote or demote buttons to move the event up or down in the list. You can also use the and arrow buttons to move an event to the top or bottom of the list. When in an Event field in NextGen® Enterprise PM, the selected preferred events appear at the to

Help Guide for NextGen® Enterprise PM 8

Set Scheduling Preferences for Daily View

You can choose settings that affect the display of appointments in the Daily View of the Appointment Book in NextGen® Enterprise PM. Appointments that take up more than one time slot can display additional patient information in the Daily View. For example, if a 30-minute appointment is scheduled for a resource with a 10-minute time interval, the appointment takes up three time slots. The first time slot always displays the patient's name and the description of the scheduled event. The second and third time slots display additional information based on the Daily View preference settings. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > Scheduling. The Appointment Scheduling Preferences window opens. Select the Daily View tab. In the Show the following items for an appointment section, select one or more of the items to appear in appointments that take up multiple time slots in Daily View. To set the display order of the selected items, highlight one, and th

Help Guide for NextGen® Enterprise PM 8

Appointment Scheduling Preferences

Appointment Scheduling Preferences control how specific functions and tasks work in the Appointment Book in NextGen® Enterprise PM. While some settings are strictly for customizing the display, others affect the application behavior. You must complete these settings before opening the Appointment Book for the first time. In File Maintenance, scheduling preferences can be defined in the Default User Prefs - Scheduling master file, and then assigned to groups of users or individual users in System Administrator. For more information, go to NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide for NextGen® Enterprise. In NextGen® Enterprise PM, you can modify your own scheduling preferences in Admin > Preferences > User > Scheduling. Your settings override any default settings that were assigned to you in System Administrator. Appointment Scheduling Preferences include a variety of options and settings on the following tabs: General Multi View Da

Help Guide for NextGen® Enterprise PM 8

Set Scheduling Preferences for Tooltips

You can activate a customized tooltip that appears when hovering over an appointment for a specified number of seconds in NextGen® Enterprise PM. For more information on custom tooltips, go to NextGen Healthcare Success Community and download the latest Appointment Scheduling User Guide forNextGen®Enterprise PM. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > Scheduling. The Appointment Scheduling Preferences window opens. Select the Tooltip tab. Tooltips tab In the Displays after [n] seconds field, select the number of seconds you want NextGen® Enterprise PM to wait before displaying the tooltip in the Appointment Book. Note: The default setting of 0 seconds disables and prevents the tooltip from appearing. In the Select your custom tooltip items section, you can select the items to display in the tooltip. Note: To view EDI-related information on the tooltip, you can select any of the following items: EDI Messaging Latest Result EDI Messaging Contact Meth

File Maintenance Help for NextGen® Enterprise

Tooltip Tab

Tooltips enable users to easily view key information about appointments. The tooltips display in NextGen® Enterprise PM when the user hovers the mouse cursor over an appointment. The items selected on the Tooltip tab of the User Appointment Scheduling Preferences determine which information displays in the tooltip. Open a User Prefs - Scheduling master file. The Default User Preferences - Scheduling window opens. Select the Tooltip tab. In the Display after field, select the number of seconds you want to pass before the tooltips appears. Select the tooltips that you want to appear. Note: The Eligibility Process Status and Response Status items are related to NextGen® Eligibility Verification. To change the order of the tooltip items in the list, highlight one, and then select or to move it up or down. You can also use the double arrows to move the tooltip to the top or bottom of the list. Parent topic: Default User Prefs - Scheduling

Set Tooltip Preferences for Appointments

Recommendations

Set Scheduling Preferences for Resources

Set Scheduling Preferences for Events

Set Scheduling Preferences for Daily View

Appointment Scheduling Preferences

Set Scheduling Preferences for Tooltips

Tooltip Tab

Set Scheduling Preferences for Resources

Set Scheduling Preferences for Events

Set Scheduling Preferences for Daily View

Appointment Scheduling Preferences

Set Scheduling Preferences for Tooltips

Tooltip Tab